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R.J. CLOUD ADVISORS & COMPANY

BIXBY, OK · CRD 289371 · IAPD ↗ · rjcloudadvisorsandcompany.com · 918-949-9713

$171.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — R.J. CLOUD ADVISORS & COMPANY moved its main office from TULSA, OK to BIXBY, OK.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
February 2024 — R.J. CLOUD ADVISORS & COMPANY added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.